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Atria Investments’s Everest Group EG Stock Holding History

Atria Investments’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Buy
+617
New +$211K ﹤0.01% 2018
2026
Q1 		– Sell
-1,349
Closed -$458K – 2072
2025
Q4 		$458K Buy
1,349
+6
+0.4% +$1.98K 0.01% 1504
2025
Q3 		$470K Buy
1,343
+27
+2% +$9.12K 0.01% 1444
2025
Q2 		$447K Buy
1,316
+69
+6% +$23.8K 0.01% 1484
2025
Q1 		$453K Sell
1,247
-355
-22% -$125K 0.01% 1405
2024
Q4 		$581K Buy
+1,602
New +$600K 0.01% 1249
2024
Q3 		– Sell
-571
Closed -$218K – 1936
2024
Q2 		$218K Buy
+571
New +$216K ﹤0.01% 1772
2020
Q2 		– Sell
-1,105
Closed -$213K – 593
2020
Q1 		$213K Buy
+1,105
New +$282K 0.02% 515
2019
Q3 		– Sell
-894
Closed -$224K – 896
2019
Q2 		$224K Sell
894
-60
-6% -$14.4K 0.01% 862
2019
Q1 		$206K Buy
+954
New +$208K 0.01% 856
2017
Q4 		– Sell
-1,052
Closed -$240K – 833
2017
Q3 		$240K Buy
1,052
+181
+21% +$45.6K 0.01% 685
2017
Q2 		$222K Buy
+871
New +$215K 0.01% 668

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Atria Investments's EG Position: Q2 2026 in Review

Atria Investments opened a new position in Everest Group (EG) in Q2 2026: 617 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2018 among its holdings. This is a return to the name: Atria Investments previously reported a position in EG as recently as Q4 2025.

Atria Investments first reported a position in EG in Q2 2017 and has held it in 12 quarters since. The position peaked at $581K in Q4 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Atria Investments held 617 shares of Everest Group worth $220K as of Q2 2026.
  • Everest Group was a new Atria Investments position in Q2 2026.
  • Everest Group made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2018 holding.
  • Atria Investments first reported a position in Everest Group in Q2 2017 and has held it in 12 quarters since.
  • Atria Investments's Everest Group position peaked at $581K in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.